Munder Asset Allocation Balanced A
480 Pierce Street Birmingham MI 48009
Map
Phone: 800-468-6337
| Category: | Moderate Allocation | | Fund Family: | Munder | | Net Assets: | 22.43M | | Year-to-Date Return: | 16.57% | | Yield: | 1.06% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-93 |
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Michael P. Gura
Lead Manager since
28-Feb-05 | | | Gura is a senior portfolio manager with MCM, his employer since 1995. Prior to joining the firm, he was a senior equity analyst with Woodridge Capital Management. Between 1986 and 1994, Gura served first as a financial and tax planning analyst, and most recently as an investment officer with Manufactures National Bank. He has 14 years of investment experience. From 2002 to 2003, Gura served as director of research. Gura holds the Chartered Financial Analyst and Certified Financial Planner designations. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide an attractive investment return through a combination of long-term growth of capital and current income. The fund normally invests no more than 70% of assets in equity securities, and at least 30% of assets in fixed-income securities and cash. It primarily invests in investment-grade debt securities, but may invest up to 5% of assets in lower-rated debt securities. The dollar-weighted average maturity of debt securities generally range between three and ten years.The fund may lend securities with a value of up to 33 1/3% of assets to qualified institutions, and may invest up to 25% of assets in foreign securities.. |
| Last Dividend
(28-Sep-09):
| 0.01 | | Last Cap Gain
(27-Dec-07):
| 0.59 | | Annual Holdings Turnover
| 87.00% | | Average for Category:
| 82.83% |
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| Expense | MUBAX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.83% Nasdaq 0.00%
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